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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,658 | $55,437-42.9% | $155,534-79.6% | $74,459-57.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.04% | 269.58%-255.5pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $1,693 | $2,266-25.3% | $4,675-63.8% | $2,626-35.5% |
| Participant deferral / active EE | $2,745 | $2,837-3.3% | $5,630-51.3% | $4,350-36.9% |
| Admin fee / account holder | $807 | $1,742-53.7% | $15,900-94.9% | $1,945-58.5% |